Skip to main content

Seed Wealth Management, Inc.

SEC CIK
0001963728
Latest filing
Jul 27, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Jan 31, 2023. Long positions only.

Institution overview
Positions
131
No filing for Q3 2022
Portfolio value
$87.3M
No filing for Q3 2022
Filed
Jan 31, 2023
SEC

Seed Wealth Management, Inc. did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Seed Wealth Management, Inc. in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr46429B655FLTG RATE NT ETF96,065$4.83M5.5%–––
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD204,857$4.59M5.3%–––
Ssga Active ETF Tr78467V608ST STR BL LN ETF96,358$3.94M4.5%–––
American Centy ETF Tr025072877US SML CP VALU49,550$3.69M4.2%–––
Schwab U.S. Broad Market ETF808524102ETF72,590$3.25M3.7%–––
Janus Detroit STR Tr47103U845HENDRSON AAA CL63,649$3.14M3.6%–––
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL53,300$2.69M3.1%–––
American Centy ETF Tr025072885US EQT ETF38,810$2.64M3.0%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF10,480$2.00M2.3%–––
Vanguard Malvern FDS922020805STRM INFPROIDX40,190$1.88M2.1%–––
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF80,938$1.86M2.1%–––
iShares Tr464288158SHRT NAT MUN ETF15,835$1.65M1.9%–––
Janus Detroit STR Tr47103U852HENDERSON MTG35,445$1.61M1.8%–––
VanEck ETF Trust92189F353EMERGING MRKT HI81,660$1.49M1.7%–––
MSFTMicrosoft CorpStock6,162$1.48M1.7%––History
Alpha Architect ETF Tr02072L409US QUAN MOMENTUM30,390$1.40M1.6%–––
AAPLApple Inc.Stock10,309$1.34M1.5%––History
Schwab U.S. Large-Cap Value ETF808524409ETF16,120$1.06M1.2%–––
American Centy ETF Tr025072703INTL EQT ETF19,920$1.06M1.2%–––
American Centy ETF Tr025072802INTL SMCP VLU18,460$1.02M1.2%–––
Schwab Fundamental International Small Equity ETF808524748ETF32,405$1.01M1.2%–––
Vanguard Star FDS921909768VG TL INTL STK F19,519$1.01M1.2%–––
Global X FDS37954Y376RATE PREFERRED44,514$1.00M1.1%–––
NVONovo Nordisk A SADR5,930$802.6K0.9%––History
Vanguard Wellington FD921935607US MULTIFACTOR8,110$801.5K0.9%–––
VanEck ETF Trust92189F486IG FLOA RATE ETF31,400$781.2K0.9%–––
HDHome Depot, Inc.Stock2,333$736.9K0.8%––History
VMWVmware LLCCL A COM5,833$716.1K0.8%––History
iShares Tr464288646ISHS 1-5YR INVS13,900$692.5K0.8%–––
DEDeere & CoStock1,611$690.7K0.8%––History
JNJJohnson & JohnsonStock3,661$646.7K0.7%––History
Fidelity Merrimack STR Tr316188408LOW DURTIN ETF13,000$643.2K0.7%–––
AMZNAmazon Com IncStock7,620$640.1K0.7%––History
DELLDell Technologies Inc.Stock15,431$620.6K0.7%––History
MCDMcDonalds CorpStock2,332$614.6K0.7%––History
iShares Tr464288588MBS ETF6,050$561.1K0.6%–––
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF7,480$555.2K0.6%–––
CSCOCisco Systems, Inc.Stock11,272$537.0K0.6%––History
MCKMcKesson CorpStock1,424$534.2K0.6%––History
XOMExxonMobil Holdings CorpCOM4,834$533.2K0.6%––History
GOOGAlphabet Inc.Stock5,920$525.3K0.6%––History
American Centy ETF Tr025072604AVANTIS EMGMKT10,410$525.2K0.6%–––
SHELShell plcADR9,035$514.5K0.6%––History
KEYKeycorpCOM29,522$514.3K0.6%––History
IBNIcici Bank LtdADR22,196$485.9K0.6%––History
CRMSalesforce, Inc.Stock3,650$484.0K0.6%––History
Schwab International Equity ETF808524805ETF14,402$463.9K0.5%–––
Dimensional ETF Trust25434V203INTL CORE EQT MK18,450$462.0K0.5%–––
PGRProgressive CorpStock3,437$445.8K0.5%––History
Vanguard Wellington FD921935508US MOMENTUM3,680$419.7K0.5%–––
MRKMerck & Co., Inc.Stock3,770$418.3K0.5%––History
ORCLOracle CorpStock5,062$413.8K0.5%––History
EQNREquinor ASASPONSORED ADR11,410$408.6K0.5%––History
SYKStryker CorpStock1,650$403.4K0.5%––History
ABTAbbott LaboratoriesStock3,612$396.6K0.5%––History
PFEPfizer IncStock7,585$388.7K0.4%––History
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,440$387.5K0.4%–––
PGProcter & Gamble CoStock2,516$381.3K0.4%––History
PYPLPayPal Holdings, Inc.Stock5,306$377.9K0.4%––History
WMTWalmart Inc.Stock2,575$365.1K0.4%––History
ADMArcher-Daniels-Midland CoStock3,895$361.7K0.4%––History
SONYSony Group CorpSPONSORED ADR4,700$358.5K0.4%––History
VVisa Inc.Stock1,674$347.8K0.4%––History
Schwab Fundamental International Equity ETF808524755ETF11,931$346.8K0.4%–––
SNPSSynopsys IncCOM1,080$344.8K0.4%––History
CVSCVS Health CorpStock3,690$343.9K0.4%––History
UNHUnitedHealth Group IncStock627$332.4K0.4%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR4,451$331.6K0.4%––History
INFYInfosys LtdSPONSORED ADR18,260$328.9K0.4%––History
BBYBest Buy Co IncStock4,100$328.9K0.4%––History
CATCaterpillar IncStock1,355$324.6K0.4%––History
LENLennar CorpCL A3,555$321.7K0.4%––History
BLKBlackRock, Inc.COM454$321.7K0.4%––History
QCOMQualcomm IncStock2,898$318.6K0.4%––History
NTRNutrien Ltd.COM4,290$313.3K0.4%––History
SPDR Series Trust78468R200ST STR RATE ETF10,250$311.5K0.4%–––
American Centy ETF Tr025072372EMERGING MKT VAL7,000$286.9K0.3%–––
RTXRTX CorpStock2,797$282.3K0.3%––History
TTWOTake Two Interactive Software IncCOM2,590$269.7K0.3%––History
CAGConagra Brands Inc.Stock6,875$266.1K0.3%––History
DISWalt Disney CoStock3,056$265.5K0.3%––History
SCHWSchwab Charles CorpStock3,167$263.7K0.3%––History
Franklin Templeton ETF Tr35473P835FTSE BRAZIL15,050$259.3K0.3%–––
LHXL3HARRIS Technologies, Inc.Stock1,245$259.2K0.3%––History
AVGOBroadcom Inc.Stock463$258.9K0.3%––History
HCAHCA Healthcare, Inc.COM1,060$254.4K0.3%––History
GSKGSK plcADR7,220$253.7K0.3%––History
KMBKimberly Clark CorpStock1,847$250.7K0.3%––History
WisdomTree Tr97717W281EMG MKTS SMCAP5,600$246.3K0.3%–––
iShares Inc46434G889EMNG MKTS EQT6,000$246.2K0.3%–––
UBSUBS Group AGStock13,135$245.2K0.3%––History
Vanguard Morningstar Value ETF922908744ETF1,725$242.1K0.3%–––
Ssga Active ETF Tr78467V707ST STR UL BD ETF6,000$239.9K0.3%–––
AZOAutoZone IncCOM97$239.2K0.3%––History
TXNTexas Instruments IncStock1,427$235.8K0.3%––History
MSDMorgan Stanley Emerging Markets Debt Fund IncCOM36,026$235.6K0.3%––History
HLNHaleon plcADR29,130$233.0K0.3%––History
EWEdwards Lifesciences CorpStock3,120$232.8K0.3%––History
COSTCostco Wholesale CorpStock509$232.2K0.3%––History
LMTLockheed Martin CorpStock476$231.6K0.3%––History